CPA Licensed Tax Advisory Manager

Job Summary

To support a proactive tax planning practice, the full-time CPA Licensed Tax Advisory Manager will manage a portfolio of 30-40 clients, focusing primarily on tax planning and advisory work while working remotely in the Eastern or Central Time Zone.

Key responsibilities

• Own and manage a book of 30-40 clients, providing proactive tax planning, advisory, and business strategy engagements
• Conduct 8-11 client meetings annually to review financial positions, adjust strategies, and identify planning opportunities
• Oversee the preparation of approximately 75 tax returns annually and manage a small team, ensuring quality and timely delivery

Required qualifications

• Active EA or CPA license required; JD will also be considered
• 6-10+ years of tax experience with a focus on proactive planning or advisory work
• Strong knowledge of pass-through entities, multi-entity structures, and high-net-worth individual returns
• Experience with tax planning software such as Corvee, CCH Axcess, and CCH Engagement
• Self-directed and accountable, with availability during structured remote work hours from 9:00 am to 6:00 pm Eastern